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ISRGIntuitive Surgical, Inc.Hold6.1·$427.45+2.11%
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Intuitive Surgical, Inc. (ISRG) Stock Analysis

Recovery setup

HoldDEATH CROSS (EXEMPT)Moderate Confidence

Healthcare · Medical Instruments & Supplies

Hold if already holding. Not a fresh buy at $427.45, but acceptable to hold if already in. Reasons: Concentration risk — Supplier: sole-sourced and single-sourced suppliers; Expensive valuation.

Intuitive Surgical makes da Vinci robotic surgical systems, Ion endoluminal systems, instruments/accessories, and training/service programs used globally across general, urologic, gynecologic, cardiothoracic, and other surgeries. Revenue comes from system placements (capital),... Read more

$427.45+19.2% A.UpsideScore 6.1/10#4 of 26 Medical Instruments & Supplies
QualityF-score9 / 9FCF yield1.52%
Stop $401.73Target $508.73(analyst − 10%)A.R:R 2.7:1
Analyst target$565.25+32.2%29 analysts
$508.73our TP
$427.45price
$565.25mean
$366
$750

Hold if already holding. Not a fresh buy at $427.45, but acceptable to hold if already in. Reasons: Concentration risk — Supplier: sole-sourced and single-sourced suppliers; Expensive valuation. Chart setup: Death cross but MACD improving, RSI 42. Maintain position. Not compelling to add more. Score 6.1/10, moderate confidence.

Passes 8/10 gates (positive momentum, favorable risk/reward ratio, clean insider activity, positive momentum, news events none recent, earnings proximity 42d clear, semi cycle peak clear, materials cycle peak clear). Suitability: aggressive.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-06-09
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Tue, Jul 21, 202642d to earnings· next earnings call

Thesis

Rewards
V7 flight-to-quality bonus: +0.5 (Q=8.1 in RISK_OFF)
Sector modifier (Healthcare): +0.5
Strong earnings beat streak (4/4)
Risks
Concentration risk — Supplier: sole-sourced and single-sourced suppliers
Expensive valuation
Below 200-MA, MA slope -1.7%/30d (confirmed downtrend)

Key Metrics

P/E (TTM)50.7
P/E (Fwd)35.5
Mkt Cap$148.3B
EV/EBITDA37.0
Profit Mgn28.2%
ROE17.2%
Rev Growth23.0%
Beta1.45
DividendNone
Rating analysts40

Quality Signals

Piotroski F9/9MoatNarrow

Options Flow

P/C3.37bearish
IV45%normal
Max Pain$535+25.2% vs spot

Concentration Risks(10-K Item 1A)

  • HIGHSuppliersole-sourced and single-sourced suppliers
    10-K Item 1A: 'Some of the components necessary for the assembly of our products are currently provided to us by sole-sourced suppliers or single-sourced suppliers due to, among other things, quality considerations'

Material Events(8-K, last 90d)

  • 2026-05-04Item 5.02LOW
    Stockholders approved amendment of 2010 Incentive Award Plan at April 30, 2026 Annual Meeting, increasing reserved shares by 5M to 125.35M total and extending plan term to January 29, 2036.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 floor-breaker

Priced at a premium — multiples above sector norms. Needs delivery on growth + margins to justify.static

Ev Ebitda
0.0
Ps
0.7
Pe
2.5
Forward Pe
3.0
Peg Ratio
4.3
Analyst Target
7.5
Forward P/E: 35.5xPEG: 2.21
GatesDeath cross exempted (quality + momentum high enough)Executive change: officer departure/appointmentMomentum 5.7>=5.5A.R:R 2.7 ≥ 1.5Insider activity: OKNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 42d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRecoverySuitability: Aggressive
RSI
42 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $396.68Resistance $449.77

Price Targets

$402
$509
A.Upside+19.0%
A.R:R2.7:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Analyst Consensus

Analysts40
Consensus4.0/5
Avg Target$565

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-07-21 (42d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is ISRG stock a buy right now?

Hold if already holding. Not a fresh buy at $427.45, but acceptable to hold if already in. Reasons: Concentration risk — Supplier: sole-sourced and single-sourced suppliers; Expensive valuation. Chart setup: Death cross but MACD improving, RSI 42. Maintain position. Not compelling to add more. Target $508.73 (+19.0%), stop $401.73 (−6.4%), A.R:R 2.7:1. Score 6.1/10, moderate confidence.

What is the ISRG stock price target?

Take-profit target: $508.73 (+19.2% upside). Target $508.73 (+19.0%), stop $401.73 (−6.4%), A.R:R 2.7:1. Stop-loss: $401.73.

What are the risks of investing in ISRG?

Concentration risk — Supplier: sole-sourced and single-sourced suppliers; Expensive valuation; Below 200-MA, MA slope -1.7%/30d (confirmed downtrend).

Is ISRG overvalued or undervalued?

Intuitive Surgical, Inc. trades at a P/E of 50.7 (forward 35.5). TrendMatrix value score: 3.4/10. Verdict: Hold.

What do analysts say about ISRG?

40 analysts cover ISRG with a consensus score of 4.0/5. Average price target: $565.

What does Intuitive Surgical, Inc. do?Intuitive Surgical makes da Vinci robotic surgical systems, Ion endoluminal systems, instruments/accessories, and...

Intuitive Surgical makes da Vinci robotic surgical systems, Ion endoluminal systems, instruments/accessories, and training/service programs used globally across general, urologic, gynecologic, cardiothoracic, and other surgeries. Revenue comes from system placements (capital), instruments/accessories (recurring), and service contracts; OUS markets were ~32% of 2025 revenue.

Related stocks: RMD (ResMed Inc.) · WST (West Pharmaceutical Services, I) · MDLN (Medline Inc.) · BDX (Becton, Dickinson and Company) · ALC (Alcon Inc.)
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